[ad_1]
Chalk Discuss – The most recent on the RISE & SHINE/SECURE 2.0 Acts, what which means to you and your Tax Planning in Retirement
on Jun 27, 2022
“MainStreet Chalk Discuss”
The MainStreet Monetary Planning Dialogue Membership
When: Tuesday 7-19-22 at 730pm Jap; 430pm Pacific
~30-45 minutes
How: Zoom Assembly, Free to ongoing shoppers; $10 for company
Signal Up by Clicking Right here
Could make it? Register anyway! We ship out a recording the subsequent day!
The most recent on the RISE & SHINE/SECURE 2.0 Acts, what which means to you and your Tax Planning in Retirement
Hosted by:
Cynthia Flannigan, CFP®
Visitor commentator:
CPA/PFS, CFP, EA, USTCP, AEP
Proprietor, Pon & Associates
This session will take you thru what it’s essential to learn about how SECURE 2.0, often known as Securing a Sturdy Retirement Act of 2022 (HR2954), builds on the SECURE Act and its important modifications to retirement. Moreover, we’ll have a look at the options of the Retirement Enchancment and Financial savings Enhancement to Complement Wholesome Investments for the Nest Egg Act, often called the RISE & SHINE Act, and focus on the way it could enhance retirement safety by creating extra protections for staff and retirement savers. Lastly, Larry will take your questions on Tax Planning in Retirement so you may keep away from unintended tax penalties in retirement.
Mr. Pon is a Licensed Public Accountant, Private Monetary Specialist, Licensed
Monetary Planner, Enrolled Agent, United States Tax Court docket Practitioner, and Accredited Property Planner in Redwood Shores, CA. He has been in observe since 1986 and enjoys serving to his shoppers attain their monetary targets. He often speaks on tax and monetary planning matters to tax professionals, monetary advisors, and most people nationally.
Mr. Pon acquired his BS in Enterprise Administration with emphases in Accounting and Finance from the College of California, Berkeley and MS in Taxation from Golden Gate College in San Francisco.
Mr. Pon might be educating Accounting 181 (Particular person Taxation) this Fall on the Faculty of San Mateo.
[ad_2]